Client Operations Analyst

The Role

Addepar is looking for a Client Operations Analyst to support teams across the Addepar Go To Market Organisation. You will work closely with all of our Go-to Market Teams, including Client Management, Sales and Partnerships as well as cross functional partners such as Legal, Finance, Information Security & Engineering. Your role has a dual purpose:

1. Optimise key business processes & systems to shorten Addepar's sales cycle.
2. Develop cross-functional relationships and content to scale Addepar's ability to quickly respond to client Assurance requests.

What You’ll Do

• Ensure timely and accurate delivery of external questionnaires & requests for information from our prospects, clients & partners
• Train AI tooling with standard responses and optimise Addepar's Assurance Library content in Whistic.
• Track & synthesise prospect and client insights to deliver data-driven recommendations to Addepar Leadership.
• Balance competing cross-functional priorities and working styles to drive an excellent client Assurance experience.
• Build content & processes to continually improve Addepar's Assurance offering to prospects, clients & partners.

**Who You...